Job Description:
The Role
Are you interested in serving the needs of millions of customers at Fidelity's Workplace Investing, by building the best-in-class product experience that helps them in financial planning, investing, and retirement solutions?
As a Senior Business Analyst in Fidelity's Workplace Investing Customer Solutions Chapter Team Denali, Recordkeeping and Operations Product area, you will be a member of an Agile squad responsible for crafting an end-to-end regulatory service for our clients on a new cloud-based, distributed platform using the latest technologies. Day to day, you will work closely with a team of cross functional and dedicated squad members (product, technology, legal, and business operations partners) responsible for delivering specific business goals.
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In this role, you will work with your squad to provide effective product partnership through communication, risk mitigation, quality assurance, effective delivery and build strong working relationships across the organization. As a Senior Business Analyst, you must be a highly motivated self-starter with a sense of ownership, attention to detail, and be an effective liaison between stakeholders and your team.
The Expertise and Skills You Bring
- Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements.
- Define user scenarios, align to business requirements, epics, stories and test scenarios.
- Experience with workflow design, data analysis, data visualization, and impact analysis. Familiarity with workflow design tools such as Visio.
- Familiar with the Agile methodology concept and experience in agile tools such as Jira, Confluence, Miro or similar Agile backlog management tools (training is available)
- Define epics, user stories, acceptance criteria, facilitate story refinement sessions, and demo sprint deliverables.
- Lead the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives.
- Define and document test scenarios with supporting data, plan test execution.
- Perform end to end Business Acceptance Testing and ensure the traceability of test cases.
- Monitor daily service processing to define anomalies, research root cause, and recommend resolution.
- You take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner.
- Strong written and verbal communication skills, including the ability to summarize and interpret information to influence key stakeholders such as Subject Matter Experts, and Business Partners.
- Manage dependencies across teams and work on multiple projects simultaneously.
- Proven leadership by mentoring peers and showcase critical thinking by managing conflicts within teams.
- 5-7 years transferable experience.
- Bachelor's degree preferred.
The Team
WI Customer Solutions provides the WI Agile organization with business analysts and consultants. The Customer Solutions team is responsible for helping the business achieve results. Our role is to turn business objectives into useful plans and solutions that deliver outstanding customer value.
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.